特朗普经济政策依赖人工智能投资，专家警告风险加剧

Core Viewpoint - The article argues that the U.S. economy under Trump's administration is overly reliant on artificial intelligence (AI) investments, while neglecting other economic sectors, leading to potential long-term risks [1][3]. Economic Performance - Despite high-risk policies, the U.S. economy has shown resilience, with stock markets reaching new highs this year [2]. - AI investment is projected to account for 2% of GDP by 2025, up from less than 0.1% in 2022, indicating a significant shift in economic focus [3][4]. AI Investment Impact - Average investment in AI per person in the U.S. is approximately $1,800 this year, which has contributed to a potential economic growth rate of nearly double the expected 1% without these investments [4]. - Nearly 60% of the S&P 500 index's gains this year have come from seven large tech companies, highlighting the concentration of economic growth in the AI sector [4]. Economic Disparities - Non-AI sectors are under pressure, with tariffs increasing inflation and hindering growth, leading to a youth unemployment rate of 10.5%, close to a decade-high [4][5]. - The construction of AI data centers requires substantial investment, but the operational workforce is minimal, potentially stifling growth in other industries [4]. Historical Context - The current situation mirrors the 1990s internet boom, where funding was heavily directed towards tech companies, leaving traditional manufacturing struggling for capital [5]. - Economic forces are pulling in opposite directions, with trade wars and immigration slowdowns contributing to investor caution and economic fragility [5][6]. Long-term Economic Outlook - While AI may offset some negative impacts of current policies, historical patterns suggest that technological revolutions can lead to economic instability [6]. - The potential for large-scale job displacement due to automation raises concerns about increasing global inequality and the risk of a financial crisis, reminiscent of past economic bubbles [6].